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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,264 | $93,598+28.5% | $135,974-11.6% | $75,173+60.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.57% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.2pp |
| Employer contribution / active EE | $5,234 | $3,538+47.9% | $4,859+7.7% | $2,671+96.0% |
| Participant deferral / active EE | $10,926 | $6,405+70.6% | $7,760+40.8% | $4,126+164.8% |
| Admin fee / account holder | $485 | $6,978-93.1% | $10,767-95.5% | $5,651-91.4% |